| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 145.70K (0.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | PFG Investments, LLC | 53.48K (0.10%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Royal Bank of Canada | 37.70K (0.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Cannell Peter B & CO Inc | 20.00K (0.04%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | Spears Abacus Advisors LLC | 20.00K (0.04%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | CALDWELL SUTTER CAPITAL INC | 12.13K (0.02%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 7 | Neuberger Berman Group LLC | 10.26K (0.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 8.98K (0.02%) | -626.00 Decreased by -6.97% | Dec 31, 24 |
| 9 | Vanguard Group Inc | 6.42K (0.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | UBS Group AG | 6.33K (0.01%) | 435.00 Increased by +6.87% | Dec 31, 24 |
| 11 | BlackRock Inc | 62.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Tower Research Capital LLC | 20.00 (0.00%) | 20.00 Increased by +100.00% | Dec 31, 24 |
| 13 | Bank of America Corp | 7.00 (0.00%) | -2.00 Decreased by -28.57% | Dec 31, 24 |
| 14 | SBI Securities Co Ltd | 2.00 (0.00%) | 2.00 Increased by +100.00% | Dec 31, 24 |
| 15 | Wells Fargo & Co | 1.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | BMO Capital Markets Corp. | 0.00 (0.00%) | -129.00 Decreased by N/A% | Dec 31, 23 |
| 17 | Bank of Montreal | 0.00 (0.00%) | -129.00 Decreased by N/A% | Dec 31, 23 |
| 18 | Dimensional Fund Advisors, Inc. | 0.00 (0.00%) | -6.46K Decreased by N/A% | Dec 31, 24 |
| 19 | Gabelli Funds LLC | 0.00 (0.00%) | -4.50K Decreased by N/A% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Extended Market Index | 7.25K (0.01%) | -64.00 Decreased by -0.88% | Mar 31, 25 |
| 2 | Vanguard U.S. Eq Idx £ Acc | 6.42K (0.01%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 3 | Gabelli Small Cap Growth AAA | 4.50K (0.01%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Fidelity Series Total Market Index | 1.75K (0.00%) | 1.13K Increased by +64.53% | Mar 31, 25 |
| 5 | Spartan Total Market Index Pool E | 875.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 6 | Spartan Total Market Index Pool G | 875.00 (0.00%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 7 | NT Ext Equity Mkt Idx Fd - L | 724.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 8 | Northern Trust Extended Eq Market Idx | 724.00 (0.00%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Fidelity® Series Total Market Index | 632.00 (0.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | RMCM Global Sustainable Balanced Equity | 500.00 (0.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | DFA US Core Equity 2 I | 374.00 (0.00%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Dimensional World Equity GBP Acc | 343.00 (0.00%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | DFA US Core Equity 1 I | 332.00 (0.00%) | -59.00 Decreased by -17.77% | Dec 31, 24 |
| 14 | DFA US Vector Equity Class F | 324.00 (0.00%) | -47.00 Decreased by -14.51% | Dec 31, 24 |
| 15 | DFA US Targeted Value I | 223.00 (0.00%) | -19.00 Decreased by -8.52% | Jan 31, 25 |
| 16 | Spartan Extended Market Index Pool E | 223.00 (0.00%) | 64.00 Increased by +28.70% | Mar 31, 25 |
| 17 | DFA US Core Equity Class F | 221.00 (0.00%) | -13.00 Decreased by -5.88% | Jan 31, 25 |
| 18 | Dimensional US Core Equity 2 ETF | 215.00 (0.00%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 19 | DFA US Sustainability Core 1 | 200.00 (0.00%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 20 | Dimensional Global Core Equity USD Acc | 194.00 (0.00%) | 0.00 Increased by 0.00% | Jan 31, 25 |